Healthcare Needs Assessment

These questions will help us to assess your needs and provide a summary of specific services you might be interested in.

Has a client recently disclosed a medical concern or new diagnosis?

Yes

No

Do your clients travel on business and family trips frequently?

Yes

No

Do they have a plan if they should fall ill or have a medical emergency during travel?

Yes

No

Do your clients ask you for physician referrals?

Yes

No

Do your clients solicit your advice on matters pertaining to all aspects of their life, including health?

Yes

No

Are your clients in the caregiver role, managing the complex medical needs of a spouse or children?

Yes

No

Are your clients also juggling the medical needs of their aging parents?

Yes

No

Do your clients have one universal, digitally accessible, medical record?

Yes

No

Do your clients have concierge physicians?

Yes

No

Do you host educational events to benefit your client’s knowledge?

Yes

No

Your Email*

Name

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The firm is now allowing its entire adviser force to refer clients to PinnacleCare, which also created a new elder-care assessment… Many advisers feel that dealing with elder-care issues isn’t their responsibility. But as clients age, “you’re going to be doing this whether you want to or not.”

In a time of serious illness, these advocates can help research new treatments that doctors may not know a lot about, cut through the medical bureaucracy, and perhaps help frame medical decisions more objectively than stressed out patients and their family members. Advocates are not just there to help you heal but also to keep you healthy.

— Anne Tergesen, “Your Guide to the Medical Maze”

Consider hiring a private patient advocate… It could help get you the care you need.

— Judy Foreman, “For when a doctor and a nurse just aren’t enough”

“Pinnacle provided me with a name and with research that said, ‘here’s how other people are going it, and here’s who has the most long-term survivors, and here are their stories.’ What I got from that was hope. Not a bad return on investment.”

— Gregory Taggart, “Deluxe Health Care”

“I always thought the medical staff would return phone calls, answer questions and discuss treatment plans and options. I was wrong.” So the family turned to…PinnacleCare for help. Within one day, a doctor on the company’s staff reviewed her mother’s medical records and set up a conference call with a neurosurgeon from Johns Hopkins and a neurologist from Rush University Medical Center, who agreed to take on the case. “We needed someone on our side.”